William offers disciplined portfolio management in Canadian and US dollars, and helps clients simplify financial affairs in one place. He curates world-class institutional managers, ETFs and mutual funds, and protects capital through ongoing portfolio risk management.
With over ten years of top consultancy and finance experience, William has served multiple cross-border Fortune 500 companies and private clients with discretion and professionalism. William is insurance-licensed and options-licensed, and uses a full suite of wealth management strategies to help client situations.
William holds an MBA from University of Toronto, and has served as Co-President of the on-campus Asset Management Association. He also holds the Chartered Financial Analyst (CFA) designation and serves as an volunteer with CFA Vancouver.
